Accurate Wealth Management’s Harbor Human Capital Factor US Large Cap ETF HAPI Stock Holding History

Accurate Wealth Management’s Portfolio HAPI Stock Details HAPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-4,598	Closed	-$207K	–	614
2026 Q2	$207K	Sell	4,598 -5,190	-53%	-$225K	0.02%	553
2026 Q1	$404K	Sell	9,788 -6,474	-40%	-$266K	0.05%	359
2025 Q4	$680K	Sell	16,262 -1,165	-7%	-$47.4K	0.09%	239
2025 Q3	$699K	Sell	17,427 -525	-3%	-$20.5K	0.09%	233
2025 Q2	$690K	Sell	17,952 -344	-2%	-$12.1K	0.11%	208
2025 Q1	$591K	Buy	+18,296	New	+$658K	0.11%	184

Other funds holding HAPI

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Accurate Wealth Management's HAPI Position: Q3 2026 in Review

Accurate Wealth Management sold out of Harbor Human Capital Factor US Large Cap ETF (HAPI) in Q3 2026, closing a stake of 4,598 shares — an estimated $207K sold.

Accurate Wealth Management first reported a position in HAPI in Q1 2025 and held it in 6 quarters. The position peaked at $699K in Q3 2025. 2 funds tracked by Wall St. Rank hold HAPI as of Q3 2026.

Accurate Wealth Management reported no remaining Harbor Human Capital Factor US Large Cap ETF position as of Q3 2026 after selling out during the quarter.
Accurate Wealth Management sold 4,598 Harbor Human Capital Factor US Large Cap ETF shares in Q3 2026, an estimated $207K.
Accurate Wealth Management first reported a position in Harbor Human Capital Factor US Large Cap ETF in Q1 2025 and held it in 6 quarters.
Accurate Wealth Management's Harbor Human Capital Factor US Large Cap ETF position peaked at $699K in Q3 2025.
2 funds tracked by Wall St. Rank held Harbor Human Capital Factor US Large Cap ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.